Using the PCD Viewer in Siebel Mobile

The Personalized Content Delivery Viewer is available in Siebel Pharma and by default for Calls, Accounts, Contacts, and Messaging Plans in the Siebel Mobile application for Siebel Pharma. In the Siebel Mobile application for Siebel Pharma, you must start the viewer by selecting the Detail button. However, you can use the PCD Viewer on any other applet in the mobile application provided that you configure the Detail button for the applet. For more information about configuring the Detail button for applets in general in Siebel Mobile, see the topic about configuring interactive detailing in Configuring Siebel Open UI.

You use the PCD Viewer in Siebel Mobile and Siebel CRM to deliver personalized content to customers, to present information about products to customers, and to obtain feedback from customers about product presentations and personalized content delivered.

Note: For Siebel Mobile, the PCD Viewer is supported only if using the Siebel Mobile Archive MAA file to create and deploy a customized Siebel app for iOS or Android devices. The Detail button will be enabled and available in the Siebel Mobile Application Container (Siebel app) only. The Detail button will be unavailable and disabled in the browser. For more information about the Siebel Mobile Application Container, see "Downloading and Installing the Siebel Mobile Application Container (Siebel App)".

Before using the PCD Viewer in Siebel Mobile, do the following:

• Plan for presentation delivery by reviewing the available messaging plans and any existing call presentation information.

  For more information, see "Managing Messaging Plans" and "Viewing Presentation Detail Information for a Call".

• Create appropriate literature records in Siebel CRM.

• Associate literature with messaging plans in Siebel CRM.

• Define access to, release, and revise messaging plans in Siebel CRM.

  For more information about how to perform each of these tasks in Siebel CRM, see the chapter about Using Personalized Content Delivery in Siebel Life Sciences Guide.

• Configure the server location where you want to store messaging plan contents (presentation items, related messages, and HTML ZIP files).

  For more information, see "Setting the Server Uncompression Location".

To deliver a presentation in Siebel Mobile using the PCD Viewer, see the following:

• "Showing Presentations in Siebel Mobile"

• "Recording Responses to Presentations in Siebel Mobile"

Showing Presentations in Siebel Mobile

You use the Detail button in the Siebel Mobile application for Siebel Pharma to present interactive, promotional content to customers. The Detail button is available for Calls, Accounts, Contacts, and Messaging Plans. The following procedure shows you how to deliver personalized content and presentations to customers.

To show presentations in Siebel Mobile 

1. Navigate to one of the following views:

   • Call Details view. Tap the Side Menu icon on the application banner, tap Calls, and then drill down on a call in the calendar in the right pane. For more information, see "Displaying Call Details".

   • Account Details view. Tap the Side Menu icon on the application banner, tap Accounts, and then select an account in the Accounts list in the right pane. For more information, see "Displaying Account Details".

   • Contact Details view. Tap the Side Menu icon on the application banner, tap Contacts, and then select a contact in the Contacts list in the right pane. For more information, see "Displaying Contact Details".

   • Messaging Plans view. Tap the Side Menu icon on the application banner, tap Messaging Plans, and then select a messaging plan in the Messaging Plans list in the right pane. For more information, see "Displaying Messaging Plan Details".

2. Tap the Detail button in the right pane.

   The messaging plan preview page that opens contains the following information:

   • A list of all accessible messaging plans (presentations), which are released and unexpired, appears at the top of the page.

   • The messaging plan items (presentation items or slides) associated with the selected messaging plan appear next in thumbnail format.

     Tap the green Related label below a messaging plan item to show the related messages for that item (if there are any).

   If you can see the list of accessible messaging plans but only blank thumbnails, then tap Generate to uncompress the messaging plan. After the messaging plan has been successfully uncompressed, you can view and access all messaging plan items (in thumbnail format) and related messages.

   For the Generate link to work properly and uncompress the messaging plan to a suitable server location, the Server Uncompression Location system preference must be set first. For more information, see "Setting the Server Uncompression Location".

3. Tap the messaging plan that you want to show, and then tap Launch to start the presentation.

   The messaging plan opens in the PCD Viewer.

   If Enable Direct Launch is set for messaging plans in Siebel CRM, then you can also tap any messaging plan item followed by Launch to start the presentation. In this case, the messaging plan item opens in full-screen mode in the PCD Viewer. To see any preceding items in the presentation, navigate back to them as needed.

4. Navigate the presentation as follows:

   1. Use the Next and Previous arrows to scroll through the presentation.

   2. Tap anywhere at the bottom of the screen to activate a footer navigation bar showing the messaging plan items in thumbnail image format. Then do the following as required:

      • Tap any thumbnail image to open and show the selected messaging plan item in full-screen mode.

      • Use the Next and Previous arrows to scroll through the thumbnail images.

   3. Tap anywhere at the top of the screen to activate the header navigation bar. The following options are available on the header navigation bar:

      • Done. Tap when finished showing the presentation to go to the Feedback page. For more information, see "Recording Responses to Presentations in Siebel Mobile".

      • Exit. Tap to cancel the presentation session and exit the PCD Viewer.

      • Full. Tap to show the presentation in full screen mode.

      • Contacts. Tap to show the contacts that are attending the presentation, tap Add to add more contacts if additional contacts join the presentation, and then tap Player to return to and continue with the presentation session in the PCD Viewer.

        A contact call is created after you suspend response logging or submit the responses logged for any contact that joins the presentation during the presentation session. At least one contact is necessary to submit the presentation feedback. For more information, see "Recording Responses to Presentations in Siebel Mobile".

      • Related. Tap to go to and preview a slide's related messaging plan items. Tap Player in the header navigation bar to return to the main slide.

Recording Responses to Presentations in Siebel Mobile

You use the Detail button in the Siebel Mobile application for Siebel Pharma to present interactive, promotional content or presentations to customers and then to capture the customer responses to that presentation content. When you have finished showing a presentation by tapping Done in the header navigation bar, the Feedback page opens showing a summary of the presented material in thumbnail format and the time (in seconds) spent on each slide. On the Feedback page, you can capture the customer responses to the presentation content using the star rating control.

To record responses to presentations during a call 

1. Tap Done when you have finished showing the presentation.

   The Feedback page opens showing the list of contacts who attended the presentation session. For each selected contact, a summary of the content that was presented including the time (in seconds) spent on each presentation item appears below the Contact list in thumbnail format. For more information about showing presentations, see "Showing Presentations in Siebel Mobile".

2. Capture the customer rating for each presentation item as follows:

   1. Tap the appropriate number of stars below each presentation item as required.

      The significance of each star rating is as follows:

      • One star indicates Rejected.

      • Two stars indicates Not Interested.

      • Three stars indicates Need Data.

      • Four stars indicates Continue Discussion.

      • Five stars indicates Accepted.

      • No stars indicates No Feedback.

      The last option (no stars indicating no feedback) is allowed only if the Disable Response check box is selected (False) for the messaging plan in Siebel CRM, making the logging of customer feedback to presentations optional.

      If the Disable Response check box is not selected (True) for the messaging plan in Siebel CRM, then response ratings must be logged for all presentation items before you will be allowed to submit the presentation feedback. For more information about creating messaging plans in Siebel CRM, see Siebel Life Sciences Guide.

      If the following message appears, then you cannot proceed until you provide a rating for each presentation item: Rating is a must.

      The feedback rating that is captured for each presentation item applies for all account and contact call attendees. If required, capture the individual ratings for each attendee on a contact call as shown in the following step.

   2. For contact calls, capture the individual ratings for each attendee on the call as follows:

      • Tap a contact in the Contact list.

      • For each presentation item, tap or swipe the flip switch to either Yes or No.

        Yes indicates that you want to record an individual rating for the contact on the presentation item. No indicates that you do not want to record an individual rating for the contact on the presentation item because the contact joined the presentation session after the presentation started and was not present when the presentation item was shown.

      • Tap the appropriate number of stars below each presentation item where the flip switch is set to Yes. The significance of each star is shown in Step 2a.

      For account calls, you cannot capture the individual ratings for attendees.

   3. If required tap Suspend to save all response ratings logged so far and exit the PCD Viewer.

      A contact call is created after you suspend the response logging for any contact that joined the presentation during the presentation session. At a later time, you can return to the respective contact call that was created when you selected Suspend to finish providing feedback or modify the existing feedback as required.

   4. Tap Submit when you have recorded all feedback.

      The response ratings are logged under the Presentation Details related item for the call. For more information, see "Viewing Presentation Detail Information for a Call".

      A record for the product associated with the messaging plan is also created under Products Detailed for the call. For more information, see "Modifying Product Details for a Call".

      After you submit the presentation feedback, all feedback-related account and contact call records are editable until the respective call is submitted. For attendee calls, however, all feedback-related records are locked after you submit the presentation feedback. At least one contact is necessary to submit the presentation feedback.

Setting the Server Uncompression Location

The following procedure shows you how to set the Server Uncompression Location system preference in Siebel CRM. You must set this system preference so that when you select the Generate link in Siebel Mobile, the messaging plan contents will be uncompressed to the location specified by the Server Uncompression Location system preference.

To set the server uncompression location 

1. Log in to the Siebel business application.

2. Navigate to the Administration - Application screen, then the System Preference view.

3. Query for the Server Uncompression Location system preference.

4. Enter the server location path where you want uncompression to happen as shown in the following table.

   Platform	Server Location Path
   Windows Server	For example, the server location path for a Windows server is: C:\BuildFolder\eappweb\PUBLIC Note that you must always provide the eappweb\PUBLIC\ENU path in the server location path (BuildFolder\) where you want uncompression to happen, and also for hybrid environments.
   Non-Windows Server	For example, the server location path for a non-Windows server is: /export/home/sblqa1/BuildFolder/eappweb/public/enu Where sblqa1 is the user. The path for decompressed files is filesystem/assets.